Managing Line Items Settings

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  1. Adding a new line item per object (Object Include grouped items such as Benefits, Excess, Limits of Liability etc.)
  • Click on the “Add a New Line” button on the Object you would want to add a new line to
  • Fill in the description of the Item you are adding to the object and pay close attention to the formulas on the “As Per” section.

 

Special Limits

Use this option when the item you are adding has a special limit set to it.

For example, when adding “Windshield” on a Motor product, on the New Line you have added, enter the details of the Windshield, but on the “As Per” section, choose “Special Limits” on the dropdown list.

Enter the special limits value (e.g 50,000) and on the “Rate”, enter the percentage value to be computed above the special limit (e.g for 10%, just enter the number 10).

 

Sum Insured

Use this option when you want your value to be computed as per the sum insured.

For example, when adding “Excess Protector” on a Motor product, on the New Line you have added, enter the details of the Excess protector, but on the “As Per” section, choose “Sum Insured” on the dropdown list.

Leave the “Special Limits” section blank and enter the % rate to be computed based on the sum insured.

 

Flat Rate

Use this option when you want your value to be Flat Rate

For example, when adding “AAR” on a Motor product, on the New Line you have added, enter the details of AAR, but on the “As Per” section, choose “Flat Rate” on the dropdown list.

Nn the “Special Limits” section, enter the flat rate figure (e.g 3,000), leave “Rate” and “Minimum” blank.

 

  1. Deleting an item in an object (Object Include grouped items such as Benefits, Excess, Limits of Liability etc.)
  • Click on the X on the extreme right hand side on the line which you want to delete.
  • This action will cause a dialogue box to appear, click on “OK” if you’re sure you want to delete it.

NB: SCROLL DOWN TO THE BOTTOM OF THE PAGE AND SAVE THE CHANGES YOU’VE MADE.

By clicking the “SAVE” button on the bottom left hand side of the page.